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Three Tips for Selling Your Business and Getting the Most Value
Employing an aggressive tax-loss harvesting strategy and making use of trusts can help secure maximum value. And the sooner you start planning, the better.
By Michael Aloi, CFP® Published
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Tax-Advantaged Qualified Small Business Stock
Small Business If you own stock that meets the qualified small business stock (QSBS) rules, up to 100% of the gain on the sale of the shares is tax-free.
By Joy Taylor Published
Small Business -
What Does It Take to Be a Strong Leader?
A previous column about how to fail as a leader struck a chord with readers, so let’s dive into how to succeed as a leader.
By H. Dennis Beaver, Esq. Published
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Poll Shows Workers Favor DEI, But It's Not Always a Top Priority
A poll revealed more than half of U.S. workers believe diversity, equity and inclusion in the workplace is good, but it's not a top priority for everyone.
By Brittany Leitner Published
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Three Key Financial Management Strategies to Prioritize for Your Business
Evaluate and update these areas when you review your business’ financial management strategies.
By Clay Bethune Published
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Ways to Set Your Business Up for Financial Success
These two tips can help you optimize human processes to improve your company’s financial success and stability.
By Angela Ruth Published
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Charitable Giving at Work: Why Pressuring Employees Can Backfire
Some employees could have specific (and valid) reasons to resist charitable giving through their employer. Here’s what not to do to try to persuade them.
By H. Dennis Beaver, Esq. Published
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What’s an Employer to Do When an Employee Falls for a Con Artist?
A worker could find himself out of a job if his company fears its clients’ sensitive information could be at risk of being accessed by an unauthorized person.
By H. Dennis Beaver, Esq. Published
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For Business Owners, Estate and Exit Planning Join Forces
Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal and operational issues.
By Tom Kennedy, CFP® Published